TUTORIAL: Relationship Mappings

TUTORIAL: Relationship Mappings

In this tutorial we will look at a neat feature that should always be considered when setting up relationships between entities. This feature is mappings. It allows us to map data from one entity to another. The idea behind this is to simply speed up data entry. It is important to note that mappings only work in one direction for both 1:N and N:1 relationships. Mappings are always pushed from one to the many. For example to map Account address to a new contacts address fields, you must create the contact from within the account entity.

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TUTORIAL: Adding Relationships to an Entity

TUTORIAL: Adding Relationships to an Entity

This is a tutorial on adding relationships to an entity. In MSCRM relationships allow us to link entities together. A good example is accounts and contacts. An account has a relationship with contact that dictates that an account has many contacts. Adding relationships between entities allows us to better model our client’s business processes. We also get other benefits from using relationships such as data mapping and better reports. Another benefit is if we choose the right relationship it helps reduce duplicated records.
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